Stefan Brannare
Stefan Brannare is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 23 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stefan is involved in several outside business activities, including being the Vice President of Wheeling Amateur Hockey Association and President/Board Member of Ohio Valley Hockey Association. He also owns McCoy Wealth Management LLC, a financial services firm, and McCoy Consulting Services, LLC, where he sells health insurance, dedicating a few hours per week.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.